Business Assessment

Get Your Custom Revenue Operations Roadmap

This comprehensive questionnaire helps us understand your current systems, manual processes, and automation opportunities so we can provide a tailored modernization strategy.

Professional Assessment: $500–$2,000

Investment varies based on business complexity and revenue size. Free consultation available for those not ready for full assessment.

Before You Start

What You'll Need:

  • Information about your current lead sources
  • Sales team structure and performance data
  • Current technology tools and systems
  • Financial and billing process details

Time Investment:

  • Approximately 15-20 minutes to complete
  • Can be saved and resumed if needed
  • Contact within 24 hours to schedule call

Our Two-Step Approach

We start with a complete system setup, then offer optional ongoing optimization for continued growth:

1

Setup & Implementation

  • Complete lead flow audit and analysis
  • CRM setup and automation workflows
  • Instant lead response systems
  • Team training and documentation
  • Full system handover — it's yours
2

Ongoing Optimization

  • Monthly system monitoring and optimization
  • New lead source integrations
  • Advanced reporting and analytics
  • Customer communication automation setup
  • Strategic growth guidance

Discovery Questionnaire

This form prepares us for your 60–90 minute discovery and assessment call. Within 1–2 weeks after that call, you'll receive your step-by-step Revenue Operations Roadmap with specific recommendations.

Please note: The full assessment is a paid engagement ($500–$2,000) that includes your discovery call, detailed analysis, and custom roadmap with ROI projections.

Note: Only Sections 1–3 are required. You can submit the form after completing these, or continue for a more detailed assessment (recommended).

RevOps Assessment Questionnaire

Step 1 of 8
1

Who are we helping?

Tell us about you and your business

2

Leads (where money starts)

How do new customers find you?

3

Follow-up & Scheduling

How do you track and book leads?

4

Estimates & Work Tracking

How do you quote and win jobs? (Optional)

5

Money Flow

How do you invoice and get paid? (Optional)

6

Tools & Duplicated Work

What software and systems do you use? (Optional)

7

Agency & Access

Do you work with a marketing/web agency? (Optional)

8

Goals, Constraints, Timeline

What does success look like? (Optional)

Who are we helping?

Tell us about you and your business

1 of 8 sections

What Happens Next?

1

Analysis

We review your responses and analyze your current state

2

Strategy Call

60-90 minute discovery and assessment call to dive deeper

3

Recommendations

Custom roadmap delivered ~1 week after scheduled call

Start with a Free 15-Minute Consultation

Not ready for the full assessment? Schedule a free consultation to discuss your needs and see if we're a good fit.

Schedule Free Consultation